Overview
Seneca AI is a financial assessment app built for leadgenconsulting.io. In a few minutes it objectively assesses what a household needs, then shows which contracts, products or steps might make sense, as a clear, personalised report.
The problem
Financial advice tends to start with a product, not with the person. Households end up with contracts they don’t need, and gaps where they do. Seneca reverses the order: understand the household first, recommend second.
How it works
- Guided intake. A short, calm questionnaire about the household, one question at a time.
- Objective analysis. The answers are assessed against what the household actually needs.
- Chat with Seneca. The report opens into a conversation, so users can ask follow-up questions about their own situation.
The app runs in English and German.
Design
The product is named after the Stoic philosopher, and the interface follows the idea: warm paper tones, an engraved bust, a compass. The line it is built around is “Wealth is not a goal. It is a tool that is meant to protect the peace of a person and their family.” The aim was to make a financial check-up feel calm and considered, not like a sales funnel.
What the client said
This is one of the best freelancers that I hired. I have been hiring for around 6 years and hired around 30 people already.
Leonard Mikulič, leadgenconsulting.io